Whitaker-Myers Wealth Managers’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
Other funds holding IWP
FCAS
CCWM
Whitaker-Myers Wealth Managers's IWP Position: Q2 2026 in Review
Whitaker-Myers Wealth Managers increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 7.8% in Q2 2026, buying an estimated $1.53M and bringing the position to 154,430 shares worth $22.6M. The position accounts for 3.78% of the portfolio, ranked #9.
Whitaker-Myers Wealth Managers first reported a position in IWP in Q4 2022 and has held it in 15 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.
- Whitaker-Myers Wealth Managers held 154,430 shares of iShares Russell Mid-Cap Growth ETF worth $22.6M as of Q2 2026.
- Whitaker-Myers Wealth Managers bought 11,127 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.53M.
- iShares Russell Mid-Cap Growth ETF made up 3.78% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #9 holding.
- Whitaker-Myers Wealth Managers first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
- 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.
Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.